Clearstead Advisors, LLC
- SEC CIK
- 0000842775
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 1,136
- 2020 年第 4 季沒有 13F 資料
- 總值
- $12.0 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CMCSAComcast Corp | Stock | 40,506 | $219.2 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 4,076 | $217.6 萬 | 0.2% | – | – | 歷史 |
| NDSNNordson Corp | COM | 10,923 | $217.0 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 15,662 | $208.7 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 8,490 | $206.8 萬 | 0.2% | – | – | 歷史 |
| SYYSysco Corp | Stock | 26,102 | $205.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 37,684 | $201.0 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 9,362 | $198.4 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 61,761 | $187.0 萬 | 0.2% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | SHS | 24,130 | $185.2 萬 | 0.2% | – | – | 歷史 |
| MBCNMiddlefield Banc Corp | COM NEW | 87,975 | $184.4 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 3,864 | $183.7 萬 | 0.2% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 20,499 | $180.8 萬 | 0.2% | – | – | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 88,484 | $177.9 萬 | 0.1% | – | – | 歷史 |
| STTState Street Corp | COM | 21,138 | $177.6 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 18,065 | $174.2 萬 | 0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 6,121 | $172.2 萬 | 0.1% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 127,469 | $170.9 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 14,261 | $168.5 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,726 | $166.8 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 4,444 | $166.3 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 29,790 | $164.4 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,705 | $163.0 萬 | 0.1% | – | – | – |
| CBChubb Ltd | Stock | 10,028 | $158.4 萬 | 0.1% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $154.3 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,797 | $154.1 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 14,725 | $150.3 萬 | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 4,057 | $149.9 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 19,100 | $149.7 萬 | 0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 13,002 | $148.4 萬 | 0.1% | – | – | – |
| SNOWSnowflake Inc. | Stock | 6,454 | $148.0 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,361 | $146.8 萬 | 0.1% | – | – | – |
| TJXTJX Companies Inc | Stock | 22,073 | $146.0 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 18,597 | $143.7 萬 | 0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 10,325 | $143.6 萬 | 0.1% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 8,745 | $140.0 萬 | 0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 1,818 | $137.1 萬 | 0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 12,259 | $136.9 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,953 | $135.2 萬 | 0.1% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 6,710 | $135.1 萬 | 0.1% | – | – | 歷史 |
| CMICummins Inc | Stock | 5,062 | $131.2 萬 | 0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 16,911 | $126.5 萬 | 0.1% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 5,569 | $126.4 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,852 | $125.9 萬 | 0.1% | – | – | 歷史 |
| WDFCWD 40 Co | COM | 4,012 | $122.8 萬 | 0.1% | – | – | 歷史 |
| UEICUniversal Electronics Inc | COM | 21,434 | $117.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,620 | $117.7 萬 | 0.1% | – | – | – |
| TFCTruist Financial Corp | COM | 19,974 | $116.5 萬 | 0.1% | – | – | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 21,757 | $115.9 萬 | 0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 9,502 | $113.1 萬 | 0.1% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 20,324 | $111.6 萬 | 0.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 65,739 | $106.9 萬 | 0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 86,104 | $105.5 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 4,125 | $105.1 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 79,669 | $104.6 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 3,762 | $103.9 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 13,836 | $103.1 萬 | 0.1% | – | – | 歷史 |
| CMTCore Molding Technologies Inc | COM | 84,859 | $99.5 萬 | 0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 15,881 | $98.7 萬 | 0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 10,723 | $95.1 萬 | 0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 8,627 | $94.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 5,916 | $94.3 萬 | 0.1% | – | – | – |
| JDJD.com, Inc. | SPON ADS CL A | 10,937 | $92.2 萬 | 0.1% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 5,554 | $91.9 萬 | 0.1% | – | – | 歷史 |
| FULTFulton Financial Corp | COM | 53,464 | $91.0 萬 | 0.1% | – | – | 歷史 |
| GLWCorning Inc | COM | 20,632 | $89.8 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 17,496 | $89.5 萬 | 0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 804 | $89.0 萬 | 0.1% | – | – | 歷史 |
| WUWestern Union CO | Stock | 35,448 | $87.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 9,425 | $86.3 萬 | 0.1% | – | – | – |
| CVSCVS Health Corp | Stock | 11,323 | $85.2 萬 | 0.1% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 1,427 | $84.9 萬 | 0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 10,090 | $84.7 萬 | 0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 1,729 | $84.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,488 | $84.3 萬 | 0.1% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 5,466 | $80.6 萬 | 0.1% | – | – | – |
| QCOMQualcomm Inc | Stock | 5,920 | $78.5 萬 | 0.1% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 7,137 | $77.2 萬 | 0.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 6,700 | $77.0 萬 | 0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 6,260 | $76.2 萬 | 0.1% | – | – | 歷史 |
| AGRAvangrid, Inc. | COM | 15,118 | $75.3 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,627 | $74.8 萬 | 0.1% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 5,278 | $74.3 萬 | 0.1% | – | – | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 5,730 | $74.3 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,571 | $72.8 萬 | 0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,021 | $72.6 萬 | 0.1% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 3,563 | $71.8 萬 | 0.1% | – | – | 歷史 |
| HPQHP Inc | Stock | 22,588 | $71.7 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,675 | $70.8 萬 | 0.1% | – | – | – |
| CCICrown Castle Inc. | REIT | 4,092 | $70.4 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 1,827 | $70.0 萬 | 0.1% | – | – | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 54,277 | $68.5 萬 | 0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 5,979 | $67.5 萬 | 0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 2,482 | $66.6 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,706 | $65.0 萬 | 0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 8,935 | $65.0 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 2,258 | $63.3 萬 | 0.1% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 16,025 | $62.9 萬 | 0.1% | – | – | – |
| BEBloom Energy Corp | COM CL A | 23,183 | $62.7 萬 | 0.1% | – | – | 歷史 |
| AZTAAzenta, Inc. | COM | 7,651 | $62.5 萬 | 0.1% | – | – | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | – | $5.50 萬 |